Share Valuation

Obtain a share valuation

Our Share valuation service allows you to gain an indicative value of your shareholdings as at a specific date in the past. Share valuations can be provided as at any date from the beginning of December 2003.

This can be useful if you are trying to value your portfolio of assets for a particular point in time or for an Evaluation of an Estate of a deceased shareholder.

It saves you time and effort in searching for historic share prices and then having to calculate the value.

It is a paid-for service; the fee is dependent on the value and number of holdings you require the valuation for.

The Share valuation will only include shares of the companies for whom Equiniti act as Registrar.

Please note: Banco Santander has its own Registration Services/ login web page. From this you can login to its company-specific share portfolio and/or download company-specific information and forms. Here is the link:

Please note that this service does not provide historical share valuations. If you are looking for historical share price information, do not have access to (or do not wish to set up) a Portfolio, please read below for information about our Share Valuation service.

Banco Santander shareholders should also note that an indication of the value of shares is presented on the Banco Santander Shareholder Annual Statement; usually sent in November.

Barclays shareholders should also note for Barclays' current and historical share price information, visit Barclays.com/investorrelations and use the share price calculator.

Our Estate Valuation service is in-line with HMRC’s guidelines for the valuation of shareholdings owned by the Estate of a deceased shareholder.

Executors, Legal Representatives and Next of Kin can use this service.

If you’d like us to provide a Valuation of an Estate, please gather and provide the following information:

The name of the shareholder;

The name of the company/ companies in which the shares are held (and for which you require a Share Valuation);

The Shareholder References of these shareholdings (if you have these reference numbers; they will usually be stated at the top of any recent correspondence from us);

The Requested Share Valuation Date. This is the date at which you would like the Share Valuation to be calculated. For Estates, this is usually the date of death of the shareholder.

Please be aware that we will only provide a Share Valuation for the shareholding(s) that you detail in your request. We will not automatically detail all holdings and these will need to be stated in your request for us to 1) provide a Share Valuation Quote and 2) to provide the Share Valuation.

You can make your Share Valuation request by:

Email

If you wish to enquire about/request an Estate Valuation at the same time as notifying us of the death of a shareholder, you can email us through a secure form here.

If you have already notified us of the death or have been through the Registration of Death process, please send your Share Valuation request from here.

Please ensure that you detail all shareholdings for which you require a Share Valuation within the content of your email.

When you call, please provide the Shareholder References of the shareholdings for which you require the Share Valuation. These can be found on the relevant share certificates/statements or on any previous correspondence we have sent you.

It may help you to gather all the information you need to request a Share Valuation from us. It can also be sent as the instruction for the valuation, if sending your request by post. Once completed, send this and/or your written request to us at:

Equiniti
Aspect House
Worthing
West Sussex
BN99 6DA
UK

We will deal with your request within 5 business days from receipt.

The Share Valuation provided as a result of using this service cannot be used for Capital Gains Tax purposes. Instead, our service to provide a Comprehensive History Schedule of Shareholdings may be of use. For information regarding this click here.

For further information about this service, please read our Guidance Notes here.

If you’d like us to provide a Share Valuation of shareholdings please gather and provide the following information:

Your name (as shareholder);

The name of the company/ companies in which you hold the shares (and for which you require a Share Valuation);

The Shareholder References of these shareholdings (if you have these reference numbers; they will usually be stated at the top of any recent correspondence from us);

The requested Share Valuation Date. This is the date at which you would like the Share Valuation to be calculated. It must neither be a date prior to the beginning of December 2003 nor be a date in the future.

Please be aware that we will only provide a Share Valuation for the shareholding(s) that you detail in your request. We will not automatically detail all holdings and these will need to be stated in your request for us to 1) provide a Share Valuation Quote and 2) to provide the Share Valuation.

You can make your Share Valuation request by:

Email

If you wish to enquire about/request a Share Valuation of your shareholdings, please send your Share Valuation request from here.

Please ensure that you detail all shareholdings for which you require a Share Valuation within the content of your email.

When you call, please provide the Shareholder References of the shareholdings for which you require the Share Valuation. These can be found on the relevant share certificates/statements or on any previous correspondence we have sent you.

It may help you to gather all the information you need to request a Share Valuation from us. It can also be sent as the instruction for the valuation, if sending your request by post. Once completed, send this and/or your written request to us at:

Equiniti Aspect House Worthing West Sussex BN99 6DA UK

We will deal with your request within 5 business days from receipt.

The Share Valuation provided as a result of using this service cannot be used for Capital Gains Tax purposes. Instead, our service to provide a Comprehensive History Schedule of Shareholdings may be of use. For information regarding this click here.

For further information about this service, please read our Guidance Notes here.

We will send you the Share Valuation Quote via email or postal response depending on how you contacted us. If you call us, we can provide you with a Share Valuation Quote over the phone or in writing. If we are able to (and if you’d prefer) we may be able to process your request for a Share Valuation immediately.

The Share Valuation Quote will list the shareholdings that match your request details. If you are happy with the list of shareholdings for which we can provide Share Valuation, you will need to ask us to proceed and make payment. Please provide your Quote Reference (found on your Quote).

Quotes will be valid for three months from the date shown on your Share Valuation Quote. If three months have passed you will need to contact us for a new Quote.

When you call, please provide your Quote Reference (found on your Share Valuation Quote). Alternatively, please provide the Shareholder References of the shareholdings for which you require the Share Valuation. These can be found on the relevant share certificates/statements or on any previous correspondence we have sent you.

Cheque
If payment by phone is not possible, for whatever reason, we will ask you to make payment by cheque, via post.

You will need to send your written agreement to the Quote and a cheque for the total fee. The cheque must be from the personal or business account of the shareholder, legal representative or representative of the deceased. All cheques should be made paybale to ‘Equiniti Limited’.

Please make sure that your cheque is signed, dated and that the words and figures match. Also, please attach a photocopy of your Share Valuation Quote to your cheque. This will prevent any delay in us providing you with your requested Share Valuation.

As soon as we have been able to process your Share Valuation, within five working days, we will send you a Share Valuation document to the registered address. Estate Valuations will be sent to the representative of the deceased.

The Share Valuation will provide the value(s) of the shareholding(s) that were detailed in your Share Valuation Quote. Presented in a similar way to the Quote, the Share Valuation will also provide the value of the specified shares as at the requested date; both elements will be shown on the document.

It may help you to gather all the information you need to request a Share Valuation from us. It can also be sent as the instruction for the valuation, if sending your request by post.

If our service is not right for you, a stockbroker or financial adviser may be able to offer an equivalent service.

Banco Santander shareholders should also note that an indication of the value of shares is presented on the Banco Santander Shareholder Annual Statement; usually sent in November.

Barclays shareholders should also note for Barclays' current and historical share price information, visit Barclays.com/investorrelations and use the share price calculator.

Current share prices can be found in any daily financial newspaper or on the internet. You may also be able to find historical share price information on the web and, in particular, the Company’s website.

The Share Valuation provided as a result of using this service cannot be used for Capital Gains Tax purposes. Instead, our service to provide a Comprehensive History Schedule of Shareholdings may be of use. For information regarding this click here.

Need more help?

​If the information or FAQs on this page don't answer your question, you can contact us below: